How to do a Finance Assessment & Find Process Improvement
COURSE DESCRIPTION:
Do you feel like your accounting and finance team is stressed, overworked, not accomplishing the tasks that need to get done to move your organization forward? Do you think you know some ways to make the situation better, but cannot quite figure out if it is right or how to execute on the changes needed? If so, then this session is for you. Jared and Colleen will discuss signs of needing a Team Assessment, how to approach the assessment with team members, ideal times to perform the assessment, and steps performed during an assessment. They will review the types of observations that may come out of an assessment along with recommendations, including new organization charts.
LEARNING OBJECTIVES:
- Identifying when your Department might benefit from an assessment
- Discuss how to approach the assessment to achieve the greatest participation and maximize the benefits to your Department and Organization
- Review the steps taken during a Team assessment to review workload, Team structure, internal control environment, effectiveness, and efficiency.
- Provide examples of observations and recommendations identified in a Team assessment, including organization charts.
- Discuss how to implement recommendations and new organization charts and to make the hard decisions and implementations needed to make a successful change in your Department.
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As a CAE Approved Provider educational program related to the CAE exam content outline, this program may be applied for CAE credits toward your CAE application or renewal of professional development requirements.
U.S Transactions Corp. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.
(National Registry Sponsor Nr: 138278)
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